Financial Services Administrator

Financial Services Firm based in St Helens, Merseyside is offering a very rewarding salary of £22,000 - £27,000.

You will be working with an established team Financial Services team supporting Financial Advisors and a management team.

This Financial Planning job opportunity will involve:

• Assisting the Financial Planner with fund research, mapping, risk profiles and cash flows.
• Analyse client’s Financial Services requirements.
• Process pensions and investment administration.
• Prepare client meetings for the Paraplanner & Financial Planner.
• Work closely with Financial Services product providers on changes to client’s policies.

We’d really like to hear from candidates who are working with Pensions and Investment administration. Ideally within Financial Services but would be keen to hear from you if working for a Pension provider or Investment company.

For more info, please click to apply:

Philip Gordon - Specialist Financial Services Recruiter